Learn how Anderson Sales Advantage used ZohoCRM to easily manage clients and save hundreds annually.
Customer
Anderson Sales Advantage is a sales coaching and training company serving sole entrepreneurs, independents and small business owners that do not have dedicated sales teams. Based in Columbus, Ohio, the three-person company helps its clients develop the sales processes and systems that they need to be able to be successful.
Vendor
Zoho CRM empowers organizations with a complete customer relationship lifecycle management software for managing organization-wide Sales, Marketing,Customer Support & Service and Inventory Management in a single business system. Zoho CRM for Google Apps makes it easier for businesses to collaborate, communicate and share information, all in a single, centralized place. If the business is using Google apps, Google Mail can be synchronized and other information can be accessed from within Zoho CRM.
Challenge
When it comes to CRM systems, Anderson Sales Advantage is both a user and an advocate. Company owner Teddy Anderson has used CRM software for years, including Salesforce.com. Most of his clients, however, have no CRM experience. These clients weren’t just new to CRM software, they were also new to CRM as a fundamental business process to support pre- and post-sales activities.
“I needed a CRM system that would be easy to set up and easy to train my clients to use, so it had to be easy for them to understand,” said Anderson. “Zoho CRM hits all those points, and the price is great for an independent or a solo entrepreneur. I had been using Salesforce previously, and I found that Zoho CRM is very comparable. And the price is a lot better. The icing on the cake being the integration between Google Apps & Zoho CRM”
Solution
As both a user and promoter, Anderson appreciates the flexibility of Zoho CRM. The companies and individuals that turn to Anderson Sales Advantage all have different terminologies and ways to track their customers and prospects. The customization features of Zoho CRM make it easy for Anderson to fine tune the service to meet the unique demands of each of his clients.
“With Zoho CRM, my clients can invite me in and let me log in to their CRM accounts to help manage them and train them on how to use the CRM,” said Anderson.
Other features that Anderson Sales Advantage uses internally or sets up for his clients include leads, contacts, accounts, potentials and campaigns. Anderson also uses many of the reports and dashboards.
Result
Among other places, Zoho CRM has had a huge impact on the bottom line for Anderson Sales Advantage. “Zoho CRM is free for three users, so I haven’t had to spend money on the product,” said Anderson. “That’s saving me at least $500 per year compared to when I was using Salesforce. I’ve worked with ACT. I’ve tried some others, too, and there’s nothing out there that would make me switch from Zoho.”
